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Retirement Plan Specialist

Learn more about Capital Group
Capital Group

Capital Group

Retirement Plan Specialist

Indianapolis, IN +1 location
Full Time
  • Responsibilities

    "I can succeed as a Retirement Plan Specialist at Capital Group."

    As a Retirement Plan Specialist, you'll play a critical role in providing sales and technical support for our clients. Your scope will include responding to retirement plan sales and service calls including plan analysis, guidance, proposals and cost comparisons. You'll collaborate with financial advisors and internal associates to recommend retirement solutions as well as respond to plan-related questions. You'll help drive additional sales opportunities by proactively marketing our retirement plan solutions to our customers.

    "I am the person Capital Group is looking for."

    • You have intermediate knowledge of retirement solutions and the mutual fund industry.

    • You have a bachelor's degree in a related field or equivalent work experience.

    • You are an accomplished communicator across diverse populations of associates and external clients.

    • You build strong working relationships and are a team player.

    • You are organized and thrive in a fast-paced, dynamic work environment.

    • You demonstrate intellectual curiosity, proactively share ideas with others, and possess sound judgement.

    • Required registrations: You must have or obtain the Securities Industry Essentials (SIE), Series 7, and Series 63 registrations or equivalent.

    Deadline to apply: 10/02/2023

    San Antonio Base Salary Range: $55,902-$89,443

    Indianapolis Base Salary Range: $59,541-$95,266

    In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

    You can learn more about our compensation and benefits here .

    We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.

  • Industry
    Investment Management
  • Locations
    Indianapolis, IN • San Antonio, TX
  • About Us

    Through nine decades, Capital Group’s goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. Private ownership allows us to keep our eyes on the long term while more than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day.